Disclosures & Legal

General Disclaimer

WealthStrategy.ai (“WealthStrategy,” “we,” “us,” or “our”) is a technology platform that provides educational content, analysis, and tools for informational purposes only. Nothing on this platform is individualized tax, legal, investment, or financial advice.

No Professional Services Relationship

WealthStrategy.ai is not a law firm, CPA firm, registered investment adviser, broker-dealer, or financial planner. Your use of the platform does not create an attorney-client, accountant-client, advisory, brokerage, or fiduciary relationship with WealthStrategy.ai.

Educational Use Only

All projections, estimates, calculations, strategies, and scenario outputs are provided for educational purposes only. They are based on general assumptions and may not reflect your full facts, tax profile, legal structure, timing, jurisdiction, or risk tolerance. Because every situation is unique, you should consult qualified professionals before implementing any strategy or making any financial or investment decision.

Investment Risks

All investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Real estate investments are illiquid and subject to market conditions, regulatory changes, and other risks. Tax benefits associated with real estate investments (including depreciation, cost segregation, REPS status, and STR loophole strategies) depend on individual circumstances and may not be available to all investors.

AI-Generated Content

WealthStrategy.ai uses artificial intelligence to analyze information and generate recommendations. AI-generated content may contain errors, omissions, or inaccuracies. Users should independently verify all information and recommendations with qualified professionals.

Third-Party Professionals and Marketplace Opportunities

WealthStrategy.ai may introduce users to third-party professionals, sponsors, operators, or strategic partners. Those parties are independent and are not agents of WealthStrategy.ai. Investment opportunities listed on our marketplace are provided by third-party sponsors and operators, and users are responsible for their own due diligence, document review, and decision-making before engaging any professional or making any investment.

REPS & STR Strategies

Real Estate Professional Status (REPS) and Short-Term Rental (STR) material participation strategies are complex tax positions that require meeting specific IRS requirements. Qualification depends on individual facts and circumstances, and the IRS may challenge these positions. You should review these strategies with a qualified tax professional before taking action.

Privacy

We take your privacy seriously. Financial information you provide is used solely for generating your tax analysis and is handled in accordance with our Privacy Policy. We do not sell your personal information to third parties.

Contact

For questions about these disclosures, please contact us at legal@wealthstrategy.ai.